See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,660 | $106,584+84.5% | $101,326+94.1% | $142,382+38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.94% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,792 | $3,956+172.8% | $3,665+194.4% | $4,299+151.0% |
| Participant deferral / active EE | $18,235 | $8,297+119.8% | $7,994+128.1% | $6,507+180.2% |
| Admin fee / account holder | $10,793 | $11,446-5.7% | $11,185-3.5% | $12,624-14.5% |